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SCHWARTZ & CO.
Tel: 248-644-2701
3707 W. Maple Rd Ste 201
Bloomfield Hills, Michigan 48301
SCHWARTZ & CO.
SCHWARTZ & CO. is a Bloomfield Hills, Michigan based financial advisory firm with nearly $7,740,631,447 in assets under management and provides investment advisory services for 1241 clients. There are currently 27 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Education seminars/workshops
Fee Structure:
A percentage of AUM, Fixed fees, Commission Based
Firm CRD#:
7294
SEC#:
801-62856
No. of Clients:
1241
Assets under Management
$7,740,631,447
No. of Advisors:
27
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